Justin Vandegriff is a CFA, CFP-designated registered investment advisor at Captrust, based in Phoenix, AZ, with 16 years of industry experience. Justin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 36,839 clients with $1100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.25% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.75% |
| $2.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Advisory fees are subject to negotiation based on multiple factors including clients with multiple accounts, size of the account, a prior or existing relationship, and a client’s particular needs or financial characteristics.
Fee Estimator
Location
2375 East Camelback Rd, Suite 700, Phoenix, AZ, 85016
Get directionsHistory
Regulatory History (1)
Criminal
October 2010Employment History
Current Registrations
Captrust
Previous Registrations
Mra Associates
Bok Financial Advisors
Ctc Mycfo, LLC
J.p.morgan Securities INC.
J. P. Morgan Securities INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.